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Article
Educate and Reeducate the Street on Your Story
As a general group, investors want to be educated… tempted even, by the tantalizing aspects of a story in order to get interested. They want to hear a good story that reminds them of stocks that have worked for them in the past.
Article
Don’t Try to Pull a Fast One
I tell my clients all the time that a quarterly report consists of at least three major things: 1) the published numbers from the quarter, 2) management commentary, and 3) guidance.
Article
Here’s Why You Need New Investors
Very often, when I'm working with a client to help them simplify their story into easily digestible bullets, they say to me, "our existing investors already know this...why do we need to say this again? It feels so repetitive."
Article
Repetition, Repetition, Repetition to Get Your Point Across
What feels like "annoyingly repetitive" to you, is probably "refreshingly simple" to your investors.
Article
Why You Should Spend More Time Focusing on Your Earnings “Call Backs”
In the late 90s, a really good sell-side analyst might cover 8 or 10 stocks. They would be on every earnings call and would know every detail about every line in the model. Today however, analysts frequently cover 40 or more stocks.
Article
Stocks Have Emotions. It’s Not Just What They Teach in Business School
Read on only if you're willing to throw out what they teach you in business school. Namely, that stock prices are simply the market's representation of the discounted present value of a future stream of cash flows.
Case Study
$5bn Hardware Company Lacking Investor Credibility
The client (under NDA) was looking for someone to help them fix their sagging stock price, which was lagging behind their peers despite several quarters of beating consensus estimates.
Case Study
$5bn Software Company with a Lagging Multiple
Management had a history of over-promising and under-delivering, which we needed to correct. Also, the business model transition created a layer of opacity that only increased disclosure, and new KPIs could solve.
Case Study
$14bn Software Company in Model Transition
After many years of disappointing results, investors lost interest in this company. Additionally, the company’s financial disclosures made it impossible to see all the changes going on “under the surface.”
Article
Effective Strategies for Engaging Audiences at Conferences
Investor relations consultants can enhance audience engagement and maximize the impact of their conference presentations by using clear messaging and understanding audience behavior.
Article
Mastering Fireside Chats at Conferences: Essential Tips for Success
Essential tips for mastering fireside chats at conferences, emphasizing clear communication, crafting compelling narratives, and preparing for diverse audiences to effectively engage and inform investors.
Article
Navigating Conference Season: Optimizing Your Q&A for Fireside Chats
Optimize investor engagements during conference season by crafting strategic Q&A questions for sell-side analysts and utilizing the expertise of investor relations consultants.
Article
The Hidden Politics of Analyst Ratings
Learn how investor relations consultants help companies manage the political landscape of analyst ratings and maintain a positive market perception despite neutral or sell ratings.
Article
Enhancing Corporate Access: The Importance of Engaging Neutral and Sell-rated Analysts
Engaging neutral and sell-rated analysts during corporate access planning is essential for a balanced investor relations strategy, enhancing market perception and credibility, as advised by leading investor relations consulting firms.
Article
The Crucial Role of 10Q Comparisons in Investor Relations
Learn why comparing 10Q reports is crucial for investor relations consultants to ensure transparency and maintain investor trust, with best practices for effective communication.